Oct 28, 2022
Leveraging a global network of skilled professionals, generations of accumulated knowledge and the extensive resources of J.P. Morgan Private Bank, we collaborate with trusts and estates attorneys, certified public accountants and other professionals to achieve a singular goal: bringing clients’ legacies to life.
We have a number of ways we can work with you and your clients: as trustee/executor, co-trustee/executor, directed trustee, or agent for trustee/executor/foundation. As trustee or executor, our responsibilities include investments in accordance with trust objectives, interpretation of trust terms, making distributions, communicating with beneficiaries, preparing taxes and keeping records.
How we bring legacies to life
A collaborative approach
We start by building a relationship with you, understanding your clients’ goals and ensuring their intentions are followed. You and your clients have access to J.P. Morgan Private Bank’s global capabilities, such as our thought leadership and ideas.
Innovation, vision, integrity
To serve clients for generations to come, we invest in technologies to create a better client experience. These innovations increase the efficiency and consistency of our work, creating opportunities to more deeply engage with families and you.
A team for every need
Our teams are dedicated to educating and assisting your clients–even with specialty assets. Whether the work entails managing the non-financial assets in trusts and estates or administering trusts with special characteristics, we can help.
Trust services for global families
Powered by teams of specialists who understand the nuances of local trust law
We can provide our international trust services for clients outside of the United States
Comprehensive Trust Services with Local Expertise and Specialized Asset Management
We believe in building close, meaningful relationships with our clients and their families, and to us that means one-on-one interactions—time we can use to really understand who you are and what you truly care about. To that end, access to you is important. It’s one reason why we’re active in so many communities all across the United States, with teams in more than two dozen locations. Whether you’re in Los Angeles, Indianapolis, New York, Miami, or somewhere in between, we’re likely involved in your community or close by.
We also specialize in illiquid assets. Illiquid assets can come with benefits, but also many complexities. Our dedicated teams have the experience and resources to actively manage your clients’ non-traditional assets to help protect their family’s wealth now and preserve their legacy into the future.
Our specialized teams help manage the day-to-day operations and preserve the long-term value of the non-financial assets in your clients’ trusts or estates across four broad categories: Private businesses, Real estate, Mineral assets, Philanthropy and grants management.
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Important Information
JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.
